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Regal Investment Advisors LLC Top Holdings and 13F Report (2025)

About Regal Investment Advisors LLC

Investment Activity

  • Regal Investment Advisors LLC has $1.33 billion in total holdings as of December 31, 2024.
  • Regal Investment Advisors LLC owns shares of 465 different stocks, but just 135 companies or ETFs make up 80% of its holdings.
  • Approximately 6.78% of the portfolio was purchased this quarter.
  • About 11.18% of the portfolio was sold this quarter.
  • This quarter, Regal Investment Advisors LLC has purchased 499 new stocks and bought additional shares in 206 stocks.
  • Regal Investment Advisors LLC sold shares of 209 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

Invesco QQQ
$33,097,719
Apple
$32,176,806
Microsoft
$23,834,738

Largest New Holdings this Quarter

Micron Technology
$3,267,833 Holding
Kinsale Capital Group
$2,297,283 Holding
VanEck Floating Rate ETF
$2,147,035 Holding
LAM RESEARCH CORP
$2,056,951 Holding
AON
$1,009,240 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
545,824 shares (about $14.91M)
Micron Technology
38,829 shares (about $3.27M)
Cincinnati Financial
22,534 shares (about $3.24M)
iShares MSCI USA Momentum Factor ETF
15,385 shares (about $3.18M)
Schwab U.S. Large-Cap Growth ETF
92,100 shares (about $2.57M)

Largest Sales this Quarter

Fidelity NASDAQ Composite Index ETF
94,689 shares (about $7.20M)
iShares Currency Hedged MSCI EAFE ETF
110,263 shares (about $3.83M)
Cboe Global Markets
13,239 shares (about $2.59M)
iShares U.S. Treasury Bond ETF
112,497 shares (about $2.59M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRegal Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$77,648,891$2,009,171 -2.5%131,9035.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$33,097,719$704,479 2.2%64,7412.5%Finance
Apple Inc. stock logo
AAPL
Apple
$32,176,806$1,406,863 -4.2%128,4912.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,542,640$558,533 2.3%41,8761.8%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$23,834,738$1,627,002 -6.4%56,5471.8%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$22,038,122$1,092,013 5.2%206,2721.7%Finance
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$21,582,407$1,283,403 6.3%245,7571.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$21,414,172$14,911,924 229.3%783,8271.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$20,396,198$538,786 2.7%114,7791.5%Medical
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$19,473,046$1,684,648 -8.0%430,8201.5%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$18,514,852$1,922,901 -9.4%45,1101.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$16,963,225$222,779 1.3%95,2561.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$16,307,782$93,548 0.6%97,2731.2%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$15,803,786$316,656 -2.0%117,6841.2%Computer and Technology
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$14,590,307$601,355 -4.0%126,6741.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,229,574$1,019,906 7.7%297,5651.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$14,035,220$691,201 5.2%121,8131.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$13,553,289$591,816 -4.2%133,4911.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,406,545$122,394 -0.9%68,4601.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$13,149,277$73,467 -0.6%90,9231.0%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$10,655,982$223,817 -2.1%85,9840.8%Industrials
Chevron Co. stock logo
CVX
Chevron
$10,185,607$1,824,843 21.8%70,3230.8%Energy
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$10,125,736$432,142 -4.1%322,0660.8%ETF
Aflac Incorporated stock logo
AFL
Aflac
$10,055,782$64,650 0.6%97,2140.8%Finance
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$10,015,692$487,695 -4.6%195,4280.8%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$9,979,131$13,077 -0.1%249,5410.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,688,618$1,866,773 -16.2%44,1620.7%Retail/Wholesale
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$9,505,679$1,097,383 13.1%98,1680.7%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$9,387,475$488,072 5.5%158,9480.7%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$9,342,242$550,198 6.3%178,0500.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$9,240,949$257,124 2.9%176,7150.7%Consumer Staples
Medtronic plc stock logo
MDT
Medtronic
$9,190,207$119,103 1.3%115,0480.7%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$9,071,644$1,115,567 14.0%157,6850.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,920,279$240,830 2.8%30,7800.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,917,421$844,306 10.5%83,6920.7%ETF
McDonald's Co. stock logo
MCD
McDonald's
$8,786,529$44,063 -0.5%30,3100.7%Retail/Wholesale
Invesco Large Cap Growth ETF stock logo
PWB
Invesco Large Cap Growth ETF
$8,699,730$415,092 5.0%85,5110.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,416,033$240,062 2.9%191,1000.6%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$8,354,958$114,265 -1.3%314,9250.6%Medical
AT&T Inc. stock logo
T
AT&T
$8,159,699$174,987 -2.1%358,3530.6%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,869,147$2,224,698 -22.0%14,6050.6%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$7,774,653$1,087,417 16.3%84,8020.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,678,850$137,794 -1.8%16,9410.6%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,377,317$737,029 -9.1%104,9700.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$7,372,555$357,515 -4.6%81,6000.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$7,191,763$197,105 2.8%37,7640.5%Computer and Technology
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$6,973,703$620,287 9.8%122,6130.5%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$6,942,443$37,722 0.5%166,0080.5%Finance
Target Co. stock logo
TGT
Target
$6,926,956$544,375 8.5%51,2420.5%Retail/Wholesale
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$6,845,183$353,012 5.4%147,5250.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$6,809,972$1,428,157 26.5%223,4980.5%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$6,643,566$18,523 0.3%26,1820.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$6,561,613$234,407 3.7%40,5610.5%ETF
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$6,296,726$3,238,251 105.9%43,8170.5%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$6,264,000$63,182 1.0%32,8160.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,263,925$353,673 -5.3%100,5280.5%ETF
Invesco FTSE RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
$6,225,589$379,773 6.5%149,6180.5%Manufacturing
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$6,140,441$47,289 0.8%79,4670.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,101,820$2,309 0.0%103,0710.5%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,094,044$158,884 -2.5%38,2020.5%Manufacturing
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$5,970,554$105,049 1.8%24,5530.4%ETF
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$5,814,941$1,028,534 -15.0%124,9450.4%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$5,701,699$704,328 -11.0%30,6000.4%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,686,224$813,132 -12.5%63,8320.4%ETF
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$5,610,390$44,361 -0.8%12,9000.4%Retail/Wholesale
CORPAY INC
$5,595,437$81,221 -1.4%16,5340.4%COM SHS
Waste Management, Inc. stock logo
WM
Waste Management
$5,562,458$80,513 1.5%27,5660.4%Business Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$5,342,015$174,843 -3.2%70,5780.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,194,869$322,503 -5.8%5,6700.4%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,178,237$466,391 -8.3%83,1710.4%Consumer Staples
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$5,128,553$69,220 -1.3%63,4960.4%Business Services
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$5,020,619$13,351 -0.3%39,8620.4%Construction
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,001,801$730,579 -12.7%18,9370.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$4,988,654$106,619 2.2%22,6930.4%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$4,955,095$85,393 1.8%89,3610.4%Manufacturing
La-Z-Boy Incorporated stock logo
LZB
La-Z-Boy
$4,786,4260.0%109,8560.4%Consumer Discretionary
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$4,781,426$51,843 1.1%53,5850.4%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,766,165$667,096 16.3%20,4980.4%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,761,722$236,227 5.2%16,2670.4%Business Services
The Clorox Company stock logo
CLX
Clorox
$4,755,825$260,179 5.8%29,2830.4%Consumer Staples
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$4,665,236$41,450 -0.9%32,6400.4%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$4,559,696$66,884 -1.4%19,6340.3%Finance
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$4,527,308$286,862 6.8%88,9800.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,524,153$767,434 -14.5%23,8990.3%Computer and Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$4,505,754$943,324 -17.3%29,0600.3%Industrials
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$4,505,633$255,738 -5.4%27,5020.3%Energy
EOG Resources, Inc. stock logo
EOG
EOG Resources
$4,422,230$54,549 1.2%36,0760.3%Energy
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$4,288,073$175,989 4.3%32,7230.3%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,275,371$145,219 -3.3%28,1160.3%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,241,360$199,514 -4.5%17,5170.3%Finance
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$4,232,375$12,002 0.3%126,9450.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$4,231,839$512,912 13.8%81,3510.3%ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$4,145,273$50,478 1.2%91,9750.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,987,392$1,044,958 -20.8%41,1500.3%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,952,770$2,566,824 185.2%141,8290.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,906,738$276,428 7.6%45,6070.3%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$3,872,518$3,183,473 462.0%18,7150.3%ETF
FLTB
Fidelity Limited Term Bond ETF
$3,826,373$102,039 2.7%77,0980.3%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$3,806,665$1,509,216 65.7%99,2870.3%Energy
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$3,767,086$125,434 -3.2%40,8440.3%Utilities
Goldman Sachs Access High Yield Corporate Bond ETF stock logo
GHYB
Goldman Sachs Access High Yield Corporate Bond ETF
$3,733,349$51,964 1.4%83,9870.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,724,703$638,685 -14.6%15,5010.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,681,047$264,884 -6.7%15,3560.3%Finance
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$3,587,473$112,845 -3.0%37,5770.3%Finance
Barrick Gold Corp stock logo
GOLD
Barrick Gold
$3,569,122$397,714 -10.0%230,2660.3%Basic Materials
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,532,825$1,074,037 43.7%73,0980.3%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$3,514,401$986,624 -21.9%35,3070.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$3,473,207$128,046 3.8%18,2820.3%ETF
Bank of America Co. stock logo
BAC
Bank of America
$3,461,811$1,524,978 78.7%78,7670.3%Finance
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$3,398,302$239,276 7.6%53,8130.3%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$3,355,263$339,060 -9.2%31,1420.3%Utilities
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$3,314,839$3,831,641 -53.6%95,3910.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,276,068$2,585,176 -44.1%142,5620.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,273,506$36,240 1.1%41,6420.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,267,946$347,265 -9.6%39,8630.2%Manufacturing
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,267,833$3,267,833 New Holding38,8290.2%Computer and Technology
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$3,245,465$849,023 -20.7%80,1750.2%ETF
First Trust Small Cap Core AlphaDEX Fund stock logo
FYX
First Trust Small Cap Core AlphaDEX Fund
$3,106,668$41,434 1.4%30,7410.2%Manufacturing
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$3,070,900$324,875 -9.6%45,2400.2%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$3,055,305$68,319 2.3%23,4340.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,949,169$51,030 1.8%48,5460.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,927,787$515,632 -15.0%12,6280.2%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,849,027$194,597 -6.4%26,4850.2%Energy
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,814,180$457,255 -14.0%32,2250.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,768,901$64,253 2.4%6,8950.2%ETF
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$2,694,689$88,957 3.4%107,2940.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,642,357$15,598 -0.6%9,1480.2%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$2,639,492$1,645,298 165.5%20,9950.2%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,589,133$180,084 -6.5%18,8200.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,499,902$1,042,269 -29.4%3,2380.2%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$2,487,420$153,056 6.6%90,7820.2%Energy
The Southern Company stock logo
SO
Southern
$2,479,215$139,038 5.9%30,1170.2%Utilities
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,462,331$160,385 7.0%21,5090.2%ETF
Eaton Co. plc stock logo
ETN
Eaton
$2,461,854$270,147 -9.9%7,4180.2%Industrials
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,425,699$338,839 16.2%25,0560.2%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$2,348,803$5,735 0.2%30,7190.2%Manufacturing
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,337,461$131,052 5.9%9,4710.2%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,323,121$1,358,863 -36.9%13,2580.2%ETF
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$2,315,403$135,258 6.2%30,9500.2%ETF
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,297,283$2,297,283 New Holding4,9390.2%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,276,482$261,930 -10.3%25,6390.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$2,255,293$77,271 -3.3%6,5670.2%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$2,220,984$429,493 -16.2%28,3070.2%Manufacturing
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$2,218,364$38,795 -1.7%23,9590.2%Manufacturing
S&P Global Inc. stock logo
SPGI
S&P Global
$2,172,906$21,415 -1.0%4,3630.2%Business Services
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$2,172,423$73,171 -3.3%80,4000.2%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$2,151,199$87,923 4.3%11,4260.2%Manufacturing
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$2,147,035$2,147,035 New Holding84,3630.2%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$2,143,023$169,231 8.6%28,6570.2%Manufacturing
Republic Services, Inc. stock logo
RSG
Republic Services
$2,140,827$34,403 -1.6%10,6410.2%Business Services
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$2,130,781$1,192,217 127.0%91,3710.2%Manufacturing
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,125,565$60,249 2.9%10,7250.2%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$2,106,634$199,388 10.5%42,3360.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,062,293$4,895 0.2%16,0090.2%Manufacturing
LAM RESEARCH CORP
$2,056,951$2,056,951 New Holding28,4780.2%COM NEW
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,051,106$37,285 -1.8%39,2780.2%ETF
Onsemi stock logo
ON
Onsemi
$2,039,605$1,235,906 -37.7%32,3490.2%Computer and Technology
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$2,025,733$139,268 7.4%25,0620.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,023,979$7,528 -0.4%15,8630.2%ETF
Danaher Co. stock logo
DHR
Danaher
$2,015,113$27,085 -1.3%8,7790.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,962,611$278,150 -12.4%5,0450.1%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$1,958,370$143,778 -6.8%4,8490.1%Auto/Tires/Trucks
iShares Frontier and Select EM ETF stock logo
FM
iShares Frontier and Select EM ETF
$1,927,885$172,583 9.8%71,0350.1%ETF
Accenture plc stock logo
ACN
Accenture
$1,924,512$1,553,751 419.1%5,4710.1%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$1,913,059$64,739 -3.3%10,8450.1%Transportation
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,908,561$150,647 8.6%44,1390.1%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$1,902,171$385,300 25.4%21,1890.1%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$1,857,499$22,321 -1.2%39,1960.1%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,810,234$609,062 -25.2%7,4750.1%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,784,263$897,880 101.3%68,4410.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,778,452$809,688 83.6%35,9210.1%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,772,829$43,670 -2.4%15,7920.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$1,761,862$147,720 9.2%19,7870.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,748,070$616,180 -26.1%19,8870.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,716,186$1,029,149 149.8%75,6030.1%ETF
Entergy Corporation stock logo
ETR
Entergy
$1,693,807$874,957 106.9%22,3400.1%Utilities
Sysco Co. stock logo
SYY
Sysco
$1,680,606$46,259 2.8%21,9800.1%Consumer Staples
FT Vest Nasdaq-100 Buffer ETF - March stock logo
QMAR
FT Vest Nasdaq-100 Buffer ETF - March
$1,671,768$167,579 -9.1%56,1750.1%ETF
Quadratic Interest Rate Volatility and Inflation Hedge ETF stock logo
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF
$1,652,138$116,037 -6.6%93,1310.1%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$1,640,401$2,586,929 -61.2%8,3950.1%Financial Services
The Walt Disney Company stock logo
DIS
Walt Disney
$1,639,306$279,824 -14.6%14,7220.1%Consumer Discretionary
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,603,251$4,386 0.3%13,5260.1%Finance
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$1,595,175$173,192 12.2%16,3670.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,589,664$112,692 -6.6%31,7110.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,578,746$439,777 -21.8%2,6960.1%Computer and Technology
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$1,571,147$11,017 0.7%24,5300.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,551,514$81,534 5.5%11,8170.1%ETF
Constellation Energy Co. stock logo
CEG
Constellation Energy
$1,550,087$471,581 43.7%6,9290.1%Energy
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$1,542,147$243,220 18.7%84,6400.1%Manufacturing
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$1,536,692$93,365 -5.7%59,2520.1%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,503,282$511,264 51.5%6,7010.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,496,006$1,277,714 -46.1%6,7710.1%Finance
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,484,514$6,478 -0.4%36,6640.1%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$1,479,441$15,471 -1.0%14,9180.1%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,466,490$1,708,930 -53.8%8,6620.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,458,662$83,482 6.1%11,5670.1%Transportation
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,388,390$29,241 2.2%10,2560.1%ETF
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$1,387,581$180,340 14.9%33,1160.1%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,369,038$331,869 32.0%28,4270.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,367,971$247,956 22.1%17,0420.1%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$1,310,518$140,761 -9.7%9,3940.1%Energy
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$1,297,362$1,814 0.1%28,6140.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,284,223$118,707 -8.5%16,9850.1%Finance
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$1,265,921$159,054 14.4%25,4610.1%Manufacturing
JPMORGAN CHASE FINL CO LLC
$1,262,634$96,644 -7.1%42,7870.1%CAL LKD 44
Ford Motor stock logo
F
Ford Motor
$1,255,214$176,913 -12.4%126,7890.1%Auto/Tires/Trucks
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$1,215,555$177,064 17.1%47,5200.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$1,184,805$121,270 -9.3%10,7470.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,176,369$46,795 -3.8%10,6840.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,150,851$129,917 -10.1%11,5690.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,144,995$91,073 -7.4%2,2630.1%Medical
BUFG
FT Vest Buffered Allocation Growth ETF
$1,109,973$207,025 22.9%45,3050.1%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$1,108,539$22,960 2.1%23,9480.1%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,087,896$23,974 2.3%32,0820.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,082,680$108,164 11.1%4,1540.1%Medical
Visa Inc. stock logo
V
Visa
$1,073,043$327,128 -23.4%3,3950.1%Business Services
First Trust Consumer Staples AlphaDEX Fund stock logo
FXG
First Trust Consumer Staples AlphaDEX Fund
$1,072,3290.0%16,7390.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,070,816$68,558 -6.0%2,9520.1%Industrials
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$1,042,241$402,431 62.9%31,3270.1%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,038,888$36,679 3.7%6,0330.1%Finance
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$1,036,861$350,817 -25.3%19,1550.1%ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$1,030,679$95,612 10.2%20,8050.1%ETF
MGE Energy, Inc. stock logo
MGEE
MGE Energy
$1,014,939$4,604 0.5%10,8020.1%Utilities
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$1,010,715$169,929 20.2%5,4780.1%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,009,373$21,556 -2.1%2,9500.1%Computer and Technology
Aon plc stock logo
AON
AON
$1,009,240$1,009,240 New Holding2,8100.1%Finance
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$1,006,781$28,651 2.9%3,0220.1%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$999,169$103,819 11.6%1,4340.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$986,349$129,062 -11.6%8,7200.1%Medical
ZETA GLOBAL HOLDINGS CORP
$986,231$86,694 9.6%54,8210.1%CL A
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$976,398$437,126 -30.9%8,4500.1%ETF
MetLife, Inc. stock logo
MET
MetLife
$971,383$8,762 0.9%11,8630.1%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$955,821$144,411 -13.1%4,6530.1%Business Services
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$955,282$75,371 8.6%8,7960.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$953,041$926,456 -49.3%9,5000.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$948,254$88,981 -8.6%1,8010.1%Business Services
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$946,625$203,365 27.4%2,2250.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$934,995$7,131 -0.8%1,0490.1%Consumer Discretionary
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$924,870$159,537 20.8%18,3250.1%ETF
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$907,636$14,695 -1.6%4,7560.1%Industrials
American Tower Co. stock logo
AMT
American Tower
$904,263$167,646 22.8%4,9300.1%Finance
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$890,096$59,419 7.2%22,5000.1%ETF
PALANTIR TECHNOLOGIES INC
$880,966$1,625,340 -64.9%11,6480.1%CL A
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$870,839$7,202,277 -89.2%11,4490.1%ETF
Jackson Financial Inc. stock logo
JXN
Jackson Financial
$861,170$23,948 2.9%9,8890.1%Finance
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$855,039$341,693 66.6%23,8500.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$848,486$11,498 -1.3%16,8250.1%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$837,482$63,413 8.2%30,5870.1%ETF
RUNN
Running Oak Efficient Growth ETF
$832,130$832,130 New Holding25,3930.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$822,838$51,990 -5.9%4,9380.1%Computer and Technology
iShares High Yield Bond Factor ETF stock logo
HYDB
iShares High Yield Bond Factor ETF
$817,791$373,356 84.0%17,3960.1%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$816,476$274,567 -25.2%14,0120.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$813,098$104,435 14.7%1,3080.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$793,506$556,423 -41.2%12,9360.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$789,127$75,306 -8.7%7440.1%Computer and Technology
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$786,383$187,959 31.4%27,4290.1%Manufacturing
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$779,428$394,727 -33.6%6,4530.1%Computer and Technology
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$776,757$69,404 9.8%39,9770.1%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$776,513$78,185 11.2%13,2490.1%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$776,346$91,050 13.3%12,0140.1%Manufacturing
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$775,483$59,643 8.3%17,8390.1%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$774,909$74,247 10.6%15,3840.1%ETF
Virtus Private Credit Strategy ETF stock logo
VPC
Virtus Private Credit Strategy ETF
$772,031$94,049 13.9%35,4950.1%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$768,216$1,003,409 -56.6%14,9140.1%Manufacturing
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$767,797$184,529 -19.4%15,4950.1%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$757,417$292,014 62.7%4,1630.1%Computer and Technology
XSVN
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
$749,101$84,148 12.7%16,1930.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$746,754$506,606 211.0%32,2150.1%ETF
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$743,110$4,471 -0.6%3,1580.1%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$725,080$71,260 -8.9%1,8010.1%Medical
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$724,776$196,186 -21.3%23,0600.1%ETF
The Boeing Company stock logo
BA
Boeing
$723,678$122,471 20.4%4,0890.1%Aerospace
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$722,285$71,601 11.0%31,6650.1%Manufacturing
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$714,864$2,765 0.4%27,1500.1%ETF
United States Steel Co. stock logo
X
United States Steel
$701,060$105,371 17.7%20,6250.1%Basic Materials
Starbucks Co. stock logo
SBUX
Starbucks
$696,150$135,142 -16.3%7,6290.1%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$682,942$13,544 2.0%11,9000.1%Business Services
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$682,415$72,422 -9.6%1,4040.1%Aerospace
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$670,709$58,249 9.5%2,3950.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$666,820$7,355,858 -91.7%5,1840.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$665,243$137,011 25.9%3,5930.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$661,790$151,634 29.7%5,8090.0%Energy
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$652,686$652,686 New Holding14,3070.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$649,386$1,933 0.3%2,0160.0%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$646,205$48,383 8.1%6,4910.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$645,121$147,347 29.6%8,9710.0%ETF
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$643,524$156,508 -19.6%6,1800.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$641,106$246,904 -27.8%4,8660.0%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$640,836$96,352 -13.1%11,8720.0%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$640,581$138,826 -17.8%7,0460.0%Consumer Staples
Enbridge Inc. stock logo
ENB
Enbridge
$639,619$21,554 -3.3%15,0750.0%Energy
Adobe Inc. stock logo
ADBE
Adobe
$621,729$8,005 1.3%1,3980.0%Computer and Technology
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$604,936$7,433 -1.2%7,2430.0%Medical
Mercantile Bank Co. stock logo
MBWM
Mercantile Bank
$600,6150.0%13,5000.0%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$599,421$174,245 41.0%1,2350.0%Computer and Technology
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$574,686$2,053 0.4%5,0380.0%Basic Materials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$569,558$377,555 -39.9%3,7080.0%Computer and Technology
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$563,9900.0%3,7970.0%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$563,799$39,066 7.4%18,4730.0%ETF
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
$562,934$26,453 4.9%13,9600.0%ETF
Amphenol Co. stock logo
APH
Amphenol
$560,021$15,278 2.8%8,0640.0%Computer and Technology
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$559,400$18,054 -3.1%6,0110.0%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$557,163$51,932 -8.5%2,6500.0%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$556,523$50,030 9.9%9,4440.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$552,856$2,964 -0.5%7,0870.0%ETF
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$552,411$313 0.1%5,2970.0%ETF
Woodward, Inc. stock logo
WWD
Woodward
$551,783$29,786 -5.1%3,3160.0%Aerospace
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$550,524$46,752 9.3%7,2890.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$545,245$105,127 23.9%2,3910.0%Transportation
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$540,9890.0%15,1750.0%ETF
BLACKROCK INC
$540,233$540,233 New Holding5270.0%COM
DWAT
Arrow DWA Tactical Macro ETF
$539,566$3,336 0.6%46,9000.0%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$534,733$359,504 205.2%22,5820.0%ETF
Dow Inc. stock logo
DOW
DOW
$531,806$78,134 -12.8%13,2520.0%Basic Materials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$529,125$1,564 0.3%4,3970.0%Consumer Staples
General Electric stock logo
GE
General Electric
$525,581$57,545 -9.9%3,1510.0%Transportation
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$516,373$110,978 27.4%24,1860.0%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$515,472$305,624 145.6%27,8630.0%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$510,307$83,406 19.5%19,9030.0%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$509,815$14,227 2.9%4300.0%Retail/Wholesale
Cal-Maine Foods, Inc. stock logo
CALM
Cal-Maine Foods
$508,528$41,786 -7.6%4,9410.0%Basic Materials
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$508,208$10,742 -2.1%10,3610.0%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$497,286$17,158 -3.3%4,9560.0%ETF
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$495,335$5,190 -1.0%8590.0%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$493,021$551 -0.1%1,7900.0%Business Services
Bank First Co. stock logo
BFC
Bank First
$490,4960.0%4,9500.0%Finance
CNA Financial Co. stock logo
CNA
CNA Financial
$490,479$161,510 49.1%10,1400.0%Finance
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$489,773$81,502 -14.3%13,4850.0%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$489,399$24,515 -4.8%6,4680.0%Consumer Discretionary
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$485,973$164,823 -25.3%1,4300.0%Basic Materials
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$483,395$19,018 4.1%1,7030.0%Finance
Exelon Co. stock logo
EXC
Exelon
$479,163$137,576 -22.3%12,7300.0%Utilities
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$475,979$53,880 12.8%9,4790.0%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$468,345$19,019 4.2%1,1820.0%Retail/Wholesale
FlexShares High Yield Value-Scored Bond Index Fund stock logo
HYGV
FlexShares High Yield Value-Scored Bond Index Fund
$467,259$44,586 10.5%11,4860.0%ETF
ARISTA NETWORKS INC
$465,553$465,553 New Holding4,2120.0%COM SHS
J P MORGAN EXCHANGE TRADED F
$464,384$464,384 New Holding8,8880.0%ACTIVE BOND ETF
RTX Co. stock logo
RTX
RTX
$462,352$279,842 -37.7%3,9950.0%Aerospace
3M stock logo
MMM
3M
$456,649$64,811 -12.4%3,5370.0%Multi-Sector Conglomerates
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$454,447$14,692 3.3%13,6100.0%Manufacturing
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$454,439$104,764 -18.7%34,9840.0%Manufacturing
Royalty Pharma plc stock logo
RPRX
Royalty Pharma
$451,916$284,134 -38.6%17,7150.0%Finance
FedEx Co. stock logo
FDX
FedEx
$451,325$10,692 2.4%1,6040.0%Transportation
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$449,825$58,498 -11.5%11,1730.0%ETF
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$446,360$93,819 -17.4%4,9480.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$434,493$42,987 11.0%9,6830.0%ETF
Blackstone Inc. stock logo
BX
Blackstone
$427,775$5,690 1.3%2,4810.0%Finance
Nucor Co. stock logo
NUE
Nucor
$427,629$405,687 -48.7%3,6640.0%Basic Materials
KLA Co. stock logo
KLAC
KLA
$425,392$69,953 -14.1%6750.0%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$424,643$816,149 -65.8%8,3040.0%ETF
Snap-on Incorporated stock logo
SNA
Snap-on
$423,525$339 0.1%1,2480.0%Consumer Discretionary
Realty Income Co. stock logo
O
Realty Income
$422,438$183,204 -30.2%7,9090.0%Finance
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$422,163$21,685 -4.9%1,8300.0%Consumer Discretionary
ONEOK, Inc. stock logo
OKE
ONEOK
$422,069$1,908 -0.4%4,2040.0%Energy
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$422,047$10,463 -2.4%2,3800.0%Finance
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$420,504$54,545 14.9%5,4890.0%ETF
iShares Interest Rate Hedged High Yield Bond ETF stock logo
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
$419,902$65,450 18.5%4,8630.0%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$417,812$10,926 2.7%12,5810.0%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$412,727$51,936 14.4%2,0900.0%Computer and Technology
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$409,420$29,595 -6.7%9,6840.0%Finance
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$408,408$43,787 12.0%33,5590.0%Financial Services
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$407,609$270 0.1%1,5110.0%ETF
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$394,043$394,043 New Holding19,8610.0%Computer and Technology
iShares Emerging Markets Equity Factor ETF stock logo
EMGF
iShares Emerging Markets Equity Factor ETF
$390,215$9,543 -2.4%8,6280.0%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$385,650$127 0.0%3,0430.0%ETF
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$385,385$49,005 -11.3%6,3700.0%Transportation
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$382,941$382,941 New Holding5,7070.0%ETF
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$377,479$256 0.1%4,4240.0%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$377,353$5,520 -1.4%11,6900.0%ETF
Pool Co. stock logo
POOL
Pool
$368,216$50,459 15.9%1,0800.0%Consumer Discretionary
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$366,6540.0%10,6000.0%ETF
FIDELITY COVINGTON TRUST
$363,745$30,394 9.1%11,0460.0%ENHANCED LARGE
RSPF
Invesco S&P 500 Equal Weight Financials ETF
$363,6620.0%5,0250.0%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$363,152$36,115 -9.0%1,0860.0%Computer and Technology
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$358,813$358,813 New Holding4,2230.0%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$357,650$357,650 New Holding17,3200.0%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$357,545$47,212 -11.7%15,7370.0%Manufacturing
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$355,857$710 -0.2%3,0090.0%Medical
General Mills, Inc. stock logo
GIS
General Mills
$355,838$31,056 9.6%5,5800.0%Consumer Staples
PIMCO Energy and Tactical Credit Opportunities Fund stock logo
NRGX
PIMCO Energy and Tactical Credit Opportunities Fund
$354,5580.0%13,5690.0%
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$353,179$188,155 -34.8%3,8630.0%ETF
FIDELITY COVINGTON TRUST
$352,513$42,645 13.8%9,9690.0%ENHANCED LARGE
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$351,363$361,205 -50.7%6,2120.0%Medical
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$343,321$343,321 New Holding7,0900.0%Manufacturing
FT Vest U.S. Equity Buffer ETF - February stock logo
FFEB
FT Vest U.S. Equity Buffer ETF - February
$341,920$52,259 -13.3%6,8700.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$338,719$150,524 -30.8%4,3070.0%ETF
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock logo
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$336,107$1,188,205 -78.0%14,2900.0%ETF
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$334,332$167,211 100.1%11,2570.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$332,193$9,166 -2.7%2,8270.0%Manufacturing
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$330,870$201,160 -37.8%12,7950.0%ETF
FXU
First Trust Utilities AlphaDEX Fund
$330,4920.0%8,7370.0%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$328,635$3,955 1.2%12,5480.0%ETF
Cummins Inc. stock logo
CMI
Cummins
$328,382$3,486 1.1%9420.0%Auto/Tires/Trucks
iShares International Dividend Growth ETF stock logo
IGRO
iShares International Dividend Growth ETF
$326,073$276,190 -45.9%4,7980.0%ETF
WTV
WisdomTree U.S. Value Fund
$319,869$1,254 0.4%3,8270.0%Finance
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$315,715$17,105 -5.1%3,0640.0%Manufacturing
FLHY
Franklin High Yield Corporate ETF
$313,138$32,154 11.4%13,1180.0%ETF
MP Materials Corp. stock logo
MP
MP Materials
$313,031$2,558 -0.8%20,0660.0%Basic Materials
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$312,7830.0%6,2630.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$311,974$18,433 -5.6%2,9280.0%ETF
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$311,668$3,860 -1.2%12,1130.0%Consumer Discretionary
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
$306,327$33,975 -10.0%8,2590.0%Finance
CVS Health Co. stock logo
CVS
CVS Health
$306,313$136,997 -30.9%6,8240.0%Medical
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$305,163$305,163 New Holding10,8560.0%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$305,154$1,098 -0.4%8340.0%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$300,168$204 0.1%2,9410.0%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$291,9320.0%2,6400.0%ETF
First Trust Nasdaq Oil & Gas ETF stock logo
FTXN
First Trust Nasdaq Oil & Gas ETF
$291,811$55,861 -16.1%10,1500.0%ETF
American Express stock logo
AXP
American Express
$290,855$77,759 -21.1%9800.0%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$290,014$249,496 -46.2%4,8100.0%Retail/Wholesale
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$289,455$123,795 -30.0%2,8970.0%ETF
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$288,609$13,650 -4.5%17,7390.0%Finance
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$288,525$76,334 -20.9%2,5060.0%ETF
GSK plc stock logo
GSK
GSK
$287,565$20,190 7.6%8,5030.0%Medical
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$287,497$287,497 New Holding4,1700.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$286,500$286,500 New Holding4,0790.0%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$286,1010.0%2,2120.0%ETF
FIDELITY COVINGTON TRUST
$286,0150.0%10,3890.0%ENHANCED INTL
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$285,654$28,165 10.9%5,4870.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$283,881$12,699 -4.3%4,2920.0%Manufacturing
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$280,259$6,426 2.3%3,6200.0%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$277,047$34,738 -11.1%3,2460.0%Computer and Technology
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$276,285$18,467 -6.3%5,4160.0%Manufacturing
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$276,049$1,485,432 -84.3%3,1230.0%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$276,043$21,883 8.6%2,9770.0%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$271,203$30,257 -10.0%4,1500.0%ETF
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$270,313$270,313 New Holding1,3310.0%Retail/Wholesale
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$269,211$20,416 -7.0%10,5490.0%ETF
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
$267,510$28,809 12.1%6,1470.0%ETF
IDOG
ALPS International Sector Dividend Dogs ETF
$266,148$266,148 New Holding9,2160.0%ETF
Citigroup Inc. stock logo
C
Citigroup
$259,462$55,750 -17.7%3,6860.0%Finance
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$259,0880.0%3,2390.0%ETF
Chord Energy Co. stock logo
CHRD
Chord Energy
$258,078$258,078 New Holding2,2070.0%Energy
Roblox Co. stock logo
RBLX
Roblox
$257,883$257,883 New Holding4,4570.0%Consumer Discretionary
The Progressive Co. stock logo
PGR
Progressive
$257,252$257,252 New Holding1,0740.0%Finance
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$257,239$257,239 New Holding1,0360.0%Finance
DTE Energy stock logo
DTE
DTE Energy
$257,145$2,052 0.8%2,1300.0%Utilities
GE VERNOVA INC
$255,671$255,671 New Holding7770.0%COM
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$254,840$254,840 New Holding16,5480.0%Finance
Deere & Company stock logo
DE
Deere & Company
$254,065$111,365 -30.5%6000.0%Industrials
Unilever PLC stock logo
UL
Unilever
$253,126$2,778 -1.1%4,4640.0%Consumer Staples
Intel Co. stock logo
INTC
Intel
$244,550$164,470 -40.2%12,1970.0%Computer and Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$243,191$10,786 -4.2%18,2850.0%Auto/Tires/Trucks
WOLFSPEED INC
$240,756$240,756 New Holding585,0000.0%NOTE 1.875%12/0
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$234,3600.0%14,0000.0%Computer and Technology
Bowlero Corp. stock logo
BOWL
Bowlero
$220,771$163,283 -42.5%22,0550.0%Consumer Discretionary
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$198,933$16,224 -7.5%21,1630.0%Basic Materials
Nuveen New Jersey Quality Municipal Income Fund stock logo
NXJ
Nuveen New Jersey Quality Municipal Income Fund
$196,765$10,296 5.5%16,1680.0%Financial Services
BlackRock MuniHoldings New Jersey Quality Fund, Inc. stock logo
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
$170,5450.0%15,4060.0%Finance
Star Bulk Carriers Corp. stock logo
SBLK
Star Bulk Carriers
$160,018$10,794 -6.3%10,7030.0%Transportation
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock logo
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
$145,2450.0%17,2500.0%Financial Services
SunOpta Inc. stock logo
STKL
SunOpta
$132,025$27,358 -17.2%17,1460.0%Consumer Staples
Flexible Solutions International, Inc. stock logo
FSI
Flexible Solutions International
$102,7410.0%28,4600.0%Basic Materials
Prospect Capital Co. stock logo
PSEC
Prospect Capital
$100,342$6,392 -6.0%23,2810.0%Finance
TPI COMPOSITES INC
$98,448$20,754 26.7%370,0000.0%NOTE 5.250% 3/1
Under Armour, Inc. stock logo
UAA
Under Armour
$92,943$25,668 -21.6%11,2250.0%Consumer Discretionary
WW International, Inc. stock logo
WW
WW International
$89,535$381 -0.4%70,5000.0%Consumer Discretionary
Putnam Managed Municipal Income Trust stock logo
PMM
Putnam Managed Municipal Income Trust
$81,2280.0%13,6060.0%Finance
Aldeyra Therapeutics, Inc stock logo
ALDX
Aldeyra Therapeutics
$65,704$65,704 New Holding13,1670.0%Medical
TSI
TCW Strategic Income Fund
$64,2140.0%13,3500.0%Finance
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$57,405$16,151 39.2%14,1740.0%Computer and Technology
Ambev S.A. stock logo
ABEV
Ambev
$52,169$5,308 11.3%28,1990.0%Consumer Staples
Werewolf Therapeutics, Inc. stock logo
HOWL
Werewolf Therapeutics
$40,262$18,863 88.1%27,2040.0%Medical
Akoya Biosciences, Inc. stock logo
AKYA
Akoya Biosciences
$39,993$607 -1.5%17,4640.0%Medical
Know Labs, Inc. stock logo
KNW
Know Labs
$1,8940.0%11,0000.0%Business Services
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$0$5,290,840 -100.0%00.0%ETF
BUFF
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs
$0$5,269,958 -100.0%00.0%ETF
Capri Holdings Limited stock logo
CPRI
Capri
$0$5,069,204 -100.0%00.0%Retail/Wholesale
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$0$4,603,537 -100.0%00.0%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$0$3,466,419 -100.0%00.0%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$0$2,988,167 -100.0%00.0%ETF
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$0$2,701,717 -100.0%00.0%Manufacturing
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$0$2,617,561 -100.0%00.0%ETF
First Trust Small Cap Value AlphaDEX Fund stock logo
FYT
First Trust Small Cap Value AlphaDEX Fund
$0$2,604,129 -100.0%00.0%ETF
Lam Research Co. stock logo
LRCX
Lam Research
$0$2,475,821 -100.0%00.0%Computer and Technology
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$0$2,338,540 -100.0%00.0%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$0$2,270,739 -100.0%00.0%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$0$1,989,873 -100.0%00.0%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$0$1,157,384 -100.0%00.0%ETF
APRT
AllianzIM U.S. Large Cap Buffer10 Apr ETF
$0$1,059,759 -100.0%00.0%ETF
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$0$956,489 -100.0%00.0%Manufacturing
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$0$904,189 -100.0%00.0%ETF
APRW
AllianzIM U.S. Large Cap Buffer20 Apr ETF
$0$722,245 -100.0%00.0%ETF
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$0$712,701 -100.0%00.0%Business Services
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$0$710,713 -100.0%00.0%Industrials
iShares Investment Grade Bond Factor ETF stock logo
IGEB
iShares Investment Grade Bond Factor ETF
$0$639,817 -100.0%00.0%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$0$602,131 -100.0%00.0%ETF
Shopify Inc. stock logo
SHOP
Shopify
$0$588,856 -100.0%00.0%Computer and Technology
BlackRock, Inc. stock logo
BLK
BlackRock
$0$573,658 -100.0%00.0%Finance
Smartsheet Inc stock logo
SMAR
Smartsheet
$0$569,047 -100.0%00.0%Computer and Technology
ARM HOLDINGS PLC
$0$554,707 -100.0%00.0%SPONSORED ADS
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$0$549,048 -100.0%00.0%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$536,912 -100.0%00.0%Utilities
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$0$494,759 -100.0%00.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$430,944 -100.0%00.0%ETF
Freshpet, Inc. stock logo
FRPT
Freshpet
$0$420,022 -100.0%00.0%Consumer Staples
Avery Dennison Co. stock logo
AVY
Avery Dennison
$0$417,458 -100.0%00.0%Industrials
On Holding AG stock logo
ONON
ON
$0$412,133 -100.0%00.0%Retail/Wholesale
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$0$390,411 -100.0%00.0%Consumer Discretionary
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$0$389,835 -100.0%00.0%Basic Materials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$0$375,509 -100.0%00.0%Retail/Wholesale
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$0$371,952 -100.0%00.0%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$368,833 -100.0%00.0%Retail/Wholesale
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$0$355,329 -100.0%00.0%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$351,467 -100.0%00.0%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$348,460 -100.0%00.0%Computer and Technology
Ferrari stock logo
RACE
Ferrari
$0$331,300 -100.0%00.0%Auto/Tires/Trucks
AutoZone, Inc. stock logo
AZO
AutoZone
$0$327,605 -100.0%00.0%Retail/Wholesale
Invesco BulletShares 2024 Corporate Bond ETF stock logo
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
$0$322,810 -100.0%00.0%ETF
UBT
ProShares Ultra 20+ Year Treasury
$0$320,529 -100.0%00.0%ETF
Biogen Inc. stock logo
BIIB
Biogen
$0$316,541 -100.0%00.0%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$0$308,509 -100.0%00.0%Finance
Independent Bank Co. stock logo
IBCP
Independent Bank
$0$306,080 -100.0%00.0%Finance
Alliant Energy Co. stock logo
LNT
Alliant Energy
$0$302,636 -100.0%00.0%Utilities
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$0$294,028 -100.0%00.0%Manufacturing
Albemarle Co. stock logo
ALB
Albemarle
$0$286,829 -100.0%00.0%Basic Materials
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$0$274,199 -100.0%00.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$272,149 -100.0%00.0%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$0$263,375 -100.0%00.0%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$0$260,285 -100.0%00.0%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$258,374 -100.0%00.0%Medical
Tractor Supply stock logo
TSCO
Tractor Supply
$0$254,229 -100.0%00.0%Retail/Wholesale
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$0$252,261 -100.0%00.0%ETF
Arista Networks, Inc. stock logo
ANET
Arista Networks
$0$250,636 -100.0%00.0%Computer and Technology
Rocket Lab USA, Inc. stock logo
RKLB
Rocket Lab USA
$0$107,030 -100.0%00.0%Aerospace
uniQure stock logo
QURE
uniQure
$0$78,605 -100.0%00.0%Medical
Vertex Energy, Inc. stock logo
VTNR
Vertex Energy
$0$1,503 -100.0%00.0%Industrials
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